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Associate Director, Client Data & Analytics – SLC Management
What is in it for you:
The Associate Director, Client Data & Analytics is responsible for leading the delivery of high-quality client, investment, and sustainability reporting data across the organization.
This role acts as the bridge between investment teams, business stakeholders, operations, technology, and client-facing teams to ensure data integrity, reporting accuracy, regulatory compliance, and timely delivery of analytics.
The successful candidate will oversee complex reporting processes, drive continuous improvement initiatives, manage cross-functional data requirements, and provide analytical leadership in support of strategic business objectives.
This position requires a combination of strong analytical capability, project management expertise, stakeholder management skills, and deep attention to detail.
The Associate Director, Client Data & Analytics is responsible for leading the delivery of high-quality client, investment, and sustainability reporting data across the organization. This role acts as the bridge between investment teams, business stakeholders, operations, technology, and client-facing teams to ensure data integrity, reporting accuracy, regulatory compliance, and timely delivery of analytics.
The successful candidate will oversee complex reporting processes, drive continuous improvement initiatives, manage cross-functional data requirements, and provide analytical leadership in support of strategic business objectives. This position requires a combination of strong analytical capability, project management expertise, stakeholder management skills, and deep attention to detail.
Lead the production and governance of recurring client reporting deliverables.
Ensure the accuracy, completeness, and consistency of data used in client reports.
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Develop and maintain reporting methodologies, business rules, and quality controls.
Partner with client-facing teams to translate client requirements into scalable reporting solutions.
Support custom client requests and analytical inquiries.
Coordinate periodic sustainability and ESG reporting processes across General Account and third-party client portfolios.
Maintain reporting models, templates, and supporting documentation used to track sustainable investment activity.
Ensure reporting outputs align with established methodologies and disclosure requirements.
Establish and maintain data quality standards across reporting processes.
Investigate data issues, perform root cause analysis, and implement corrective actions.
Develop controls and reconciliations to improve confidence in reporting outputs.
Partner with technology teams to improve source data management and data governance practices.
Identify opportunities to streamline manual processes and improve operational efficiency.
Lead automation initiatives using reporting tools, business intelligence platforms, and data solutions.
Reduce operational risk by standardizing reporting workflows and implementing scalable controls.
Act as a trusted advisor to business leaders, investment teams, operations, compliance, and client relationship managers.
Facilitate discussions to resolve reporting issues and align on business requirements.
Mentor analysts and junior team members.
Establish best practices for reporting, analytics, and quality assurance.
Foster a culture of accountability, continuous improvement, and client service excellence.
Bachelor's degree in Business, Finance, Economics, Data Analytics, Statistics, Mathematics, Information Systems, or a related field.
4+ years of progressive experience in client reporting, investment operations, analytics, data management, or financial services.
Experience managing complex reporting processes and delivering executive-level insights.
Professional designation such as CPA, CFA, CBIP, PMP, or equivalent is considered an asset.
Opportunity to work for a growing global institutional asset manager
Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
The opportunity to move along a variety of career paths with amazing networking potential
Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work” by Glassdoor, Award for Excellence for Mental Health at Work, “Best Places to Work in Money Management” by Pension & Investments
SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.
Parent group profile
Global financial services organization specializing in insurance and wealth.
Visit parent group websiteCAD 88500-128500 yearly / year
Full-time
Mid · 4+ years experience
Hybrid
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